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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,206 | $109,967-45.3% | $97,197-38.1% | $145,877-58.7% |
| Participation rate | 75.0% | 76.0%-1.0pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 11.57% | 244.27%-232.7pp | 75.47%-63.9pp | 551.28%-539.7pp |
| Employer contribution / active EE | $9,465 | $3,077+207.6% | $2,723+247.6% | $4,663+103.0% |
| Participant deferral / active EE | $6,302 | $4,676+34.8% | $4,263+47.8% | $6,691-5.8% |
| Admin fee / account holder | $0 | $6,199-100.0% | $5,637-100.0% | $13,402-100.0% |